Michael L. Stewart

Senior Vice President, Investments

Biography

As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.

I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.

Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.

Background
I have been Senior Vice President, Investments at Wedbush Securities for the past 11 years. Prior to joining Wedbush, I held positions at Prudential Securities and Wachovia with a total of 18 years experience in the financial advisory space. I am an avid NFL and NBA fan. When I'm not in the office, I enjoy spending time with my family and traveling.

SPECIALIZATIONS

  • Annuities and Insurance
  • Financial Planning
  • Multi-generational Wealth Management
  • Mutual Funds
  • Stocks and Bonds
  • Wealth Management

Credentials

  • Holds FINRA series 7, 63, and 65 licenses

Mission Statement